355건 · 관련도순
Manage prospects and clients for GEO services, which help sites prepare for AI search visibility. Keep contact details, audit history, notes, and monthly deal values in a local JSON file, and summarize sales stages and potential revenue.
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Split independent research or data-entry tasks among parallel workers. Provides a workflow for tracking completion in a table, testing one task first, and using a Python playbook to retry unfinished work and resume interrupted runs.
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Find a company's official website and social profiles from its name, or extract social profile links from a website URL. Structured results help fill gaps in sales contact lists and research a company's online presence.
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Organize information about people, companies, and concepts into profiles with current summaries and dated histories. Extract details from meeting notes, connect related profiles, and retrieve past conversations to prepare for upcoming meetings.
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Manage HubSpot CRM contacts, companies, deals, and CMS content via API. Use when the user says "add contact to HubSpot", "create deal", "search CRM", "HubSpot contacts", "update deal stage", "CRM report", "HubSpot pages", or asks about managing their sales pipeline, CRM data, or HubSpot content.
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Expert patterns for HubSpot CRM integration including OAuth authentication, CRM objects, associations, batch operations, webhooks, and custom objects. Covers Node.js and Python SDKs. Use when "hubspot, hubspot api, hubspot crm, hubspot integration, contacts api, hubspot, crm, marketing, sales, api" mentioned.
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Manage contacts, companies, deals, and pipeline with crm.cli — a headless CLI-first CRM backed by SQLite with a virtual filesystem interface
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"Customer relationship management strategy — integrated framework with six pillars: customer segmentation (RFM/CLV), journey orchestration (cross-channel), CDP technology stack, loyalty-program design, B2B key-account management (KAM), and CRM organization/governance. Use for VIP program design, membership-system decision, retail/ecommerce/B2B customer strategy, CDP buy-vs-build, marketing-automation adoption, or key-customer churn. Triggers: 『CRM 系統』『會員經營』『客戶分級』『大客戶策略』『CDP』『行銷自動化』『客戶生命週期』『VIP 方案』『顧客忠誠』『RFM』『CLV』『KAM』『Journey Orchestration』. For 師大 EMBA CRM, 政大 ecommerce, 中山 marketing cases. Complements Asgard `biz-cac-ltv` (tactics) and `biz-customer-journey` (single method) with the strategic integration layer.".
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Frappe CRM guidance for leads, deals, contacts, organizations, pipelines, activities, assignment, dashboards, and sales workflows. Use when work touches Frappe CRM or CRM-style sales processes in the Frappe ecosystem.
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Use this skill when an admin needs to create an Einstein Discovery story in CRM Analytics Studio, configure prediction definitions, deploy writeback fields, set up what-if analysis, or manage model refresh and activation. Trigger keywords: Einstein Discovery story, prediction definition, writeback field, CRM Analytics Studio, model refresh, what-if analysis, bulk scoring, prediction field, 1OR prefix. NOT for the Einstein Discovery Flow action or model-health monitoring in Model Manager — use admin/einstein-discovery-deployment. NOT for Einstein Prediction Builder, a separate product needing no CRM Analytics license — use agentforce/einstein-prediction-builder. NOT for programmatic scoring through the Connect REST API — use agentforce/einstein-discovery-development.
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Designing data stories and narrative-driven analytics in Salesforce: structuring CRM Analytics dashboards for executive communication, text widgets and conditional highlights for annotation, sequential narrative in Tableau Story sheets, and Einstein Discovery narrative REST endpoints. Trigger keywords: data storytelling dashboard, executive analytics narrative, CRM Analytics text widget annotation, Tableau story sheet, smart data discovery narrative API. NOT for building the Einstein Discovery story or prediction definition - use admin/einstein-discovery-setup. NOT for choosing between Reports, CRM Analytics and Tableau - use admin/einstein-analytics-basics.
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Use when creating or managing CRM Analytics datasets: configuring dataflows, scheduling refreshes, selecting fields, handling date types, managing row-count growth, or troubleshooting stale or broken datasets. Triggers: 'dataset creation', 'dataflow schedule', 'dataflow quota', 'date field not filterable', 'dataset row limit', 'CRM Analytics data refresh', 'field type mismatch in dataset'. NOT for making an existing dataset smaller or faster — use data/analytics-dataset-optimization. NOT for choosing between Reports, CRM Analytics and Tableau in the first place — use admin/einstein-analytics-basics.
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Use this skill to elicit, document, and validate CRM Analytics requirements — covering data source mapping (Salesforce object sync vs external connector vs Data Cloud), transformation needs, audience-specific lens or dashboard views, and drill-down path specifications — before any dataset or dashboard is built. Trigger keywords: CRM Analytics requirements, analytics data source mapping, CRM Analytics audience requirements, analytics visualization requirements. NOT for the formula and target behind each KPI — use admin/analytics-kpi-definition. NOT for building the dashboard once requirements are agreed — use admin/analytics-dashboard-design.
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Use this skill when driving adoption of CRM Analytics (Einstein Analytics) across an org — the Analytics Adoption App for measuring who uses which dashboards, embedding analytics into Lightning pages, pinning dashboards to the Analytics home page, self-service personas, and analytics success metrics. Triggers: analytics adoption, dashboard usage tracking, embedded analytics strategy, self-service analytics enablement, CRM Analytics rollout. NOT for building the dashboards — use admin/analytics-dashboard-design. NOT for the app, datasets and lenses — use admin/crm-analytics-app-creation. NOT for non-analytics rollout training — use admin/change-management-and-training.
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Use this skill to define, document, and validate KPI metrics for CRM Analytics — covering metric formula design, dimension selection, target-dataset modeling, benchmark setting, and the KPI register that must exist before any dashboard or lens is built. Trigger keywords: KPI definition CRM Analytics, analytics metric design, analytics target attainment, CRM Analytics measures vs dimensions, analytics benchmark. NOT for laying out the dashboard or lens itself — use admin/analytics-dashboard-design. NOT for scoping data sources, audiences, and drill-down paths — use admin/analytics-requirements-gathering.
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Manage the NV oOS Pro Toolkit CRM — leads, deals, companies, contacts, customers, activities, and support tickets. Covers the complete sales pipeline from lead capture through qualification, deal management, and post-conversion customer tracking with BANT/MEDDIC scoring, activity logging, and workflow automation. Use when working with CRM records, managing pipeline stages, qualifying leads, creating company profiles, logging calls/emails/meetings, or troubleshooting CRM data issues.
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One-time CRM initialization. Reads agency.config.json, creates Google Sheet tabs with correct headers, and deploys the webhook Apps Script. Run this once after agency-setup to bootstrap your CRM.
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Manage customer and sales records in Microsoft Dynamics 365 through Rube MCP. Create contacts, accounts, leads, invoices, and support cases, update opportunities and sales orders, and retrieve or filter lead records.
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Assess customer account health using evidence about relationships, engagement, commercial status, support, and delivered value. Prepare a quarterly business review with documented outcomes, open commitments, suggested attendees, and an agenda for the next phase.
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Review a sales team's pipeline by representative and deal stage. The skill summarizes progress against targets, highlights deals that could affect the quarter, and suggests concrete manager actions and coaching questions using CRM data or an uploaded export.
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Identify what a sales opportunity needs to reach its next stage or close. Use deal records and conversations to map missing requirements, assign owners and deadlines, and sequence the next actions with supporting evidence.
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Model how a delayed, reduced, or lost deal changes progress toward a sales target. Compare forecast totals, the remaining gap, and pipeline coverage—the open deal value relative to that gap—and identify realistic replacement deals and actions.
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Review sales opportunities for warning signs such as inactivity, slipping close dates, contact changes, and renewal windows. Receive a short digest of triggered alerts, supporting evidence, and suggested actions, organized by what needs attention today or this week.
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Prepare a sales forecast narrative from CRM records or an uploaded pipeline export. Organize deal amounts and counts by forecast category, explain changes since the previous review, and highlight closing risks and support needed.
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